54 Highland Avenue
Manchester Center, VT 05255
nick@vtretirement.com
(802) 367-3958
87 North Main St.
Rutland, VT 05701
nick@vtretirement.com
(802) 772-7945
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
When do you need a will? The answer is easy: Right Now.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The federal government requires deceased individuals to file a final income tax return.
There are ways to improve your physical fitness without denting your fiscal fitness.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When markets shift, experienced investors stick to their strategy.